invoices_text2pay_invoice
Create and send invoices with detailed items, contact info, discounts, and payment schedules. Handles draft or direct send to streamline billing.
Instructions
Create & Send
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | id of invoice to update. If skipped, a new invoice will be created | |
| name | Yes | Invoice Name | |
| altId | No | location Id / company Id based on altType Defaults to GHL_LOCATION_ID when omitted. | |
| items | Yes | An array of items for the invoice. | |
| title | No | Title for the invoice | |
| action | Yes | create invoice in draft mode or send mode | |
| sentTo | Yes | ||
| userId | Yes | id of user generating invoice | |
| altType | No | Alt Type Defaults to GHL_LOCATION_ID when omitted. | |
| dueDate | No | Due date in YYYY-MM-DD format | |
| currency | Yes | Currency code | |
| discount | No | ||
| liveMode | Yes | ||
| issueDate | Yes | Issue date in YYYY-MM-DD format | |
| termsNotes | No | Terms notes, Also supports HTML markups | |
| attachments | No | attachments for the invoice | |
| invoiceNumber | No | Invoice Number | |
| contactDetails | Yes | Contact information to send the invoice to | |
| paymentMethods | No | Payment Methods for Invoices | |
| businessDetails | No | ||
| paymentSchedule | No | split invoice into payment schedule summing up to full invoice amount | |
| includeTermsNote | No | include terms & notes with receipts | |
| tipsConfiguration | No | tips configuration for the invoice | |
| invoiceNumberPrefix | No | prefix for invoice number | |
| miscellaneousCharges | No | miscellaneous charges for the invoice | |
| automaticTaxesEnabled | No | Automatic taxes enabled for the Invoice | |
| lateFeesConfiguration | No | late fees configuration |